Client #
Name
Change Client Information
Client name Address City Business ph Billing staff Contact Year end Add/change services (specify) +/- Fees Prepare new engagement letter? Please initial when complete: Change Time & Billing Change due date list Change Lacerte (do not change status) Change marketing database Change client data sheet ______ Change file labels Change tax docket sheet Change report control sheet Copy to client file Prepare files? Other (specify) County Fax # E-Mail address Title State Zip Home ph
Delete Client
Reason for loss: Final return filed Other New accountant (if known) Keep sending: Keeping Pace The Contractor Nonprofit Agendas If none, why? Payroll mailings Date termination letter sent For Admin use only - initial when complete: Delete from: Time & Billing FS and ENG directories Files to storage after
(date)
Preparing own return
Fees too high
Moved
No show
Bad debt
Annual fees
Due date list
Marketing database (Destroy date )
Lacerte
Destroy bound F/S copies File this sheet in billing file with client data sheet and termination letter Signed Date